Boltwood Capital Management Portfolio Holdings

Boltwood Capital Management

  • $349 Million
  • Q2 2025

Boltwood Capital Management has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $349 Million distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $25.3M, Flexshares Tr Iboxx 3 Yr Targe with a value of $16.6M, Ishares Tr with a value of $12.1M, Ishares Barclays 3 7 Yr Treas with a value of $11.5M, and Flexshares Tr High Yield Value with a value of $11.4M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $326M to 349M.

Below you can find more details about Boltwood Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $349 Million
ETFs: $227 Million
Technology: $39.3 Million
Financial Services: $20.9 Million
Consumer Cyclical: $12.1 Million
Communication Services: $11.7 Million
Healthcare: $10.6 Million
Industrials: $9.53 Million
Consumer Defensive: $9.45 Million
Other: $8.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $349 Million
  • Prior Value $326 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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